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Best financial advisors in Columbia, PA

Registered advisers within 25 miles of Columbia, PA.

Offices
376
Firms
123
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,738,040 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
CARRIAGE HILL INVESTMENT ASSOCIATES LLC
LINCOLN INVESTMENT
WELLS FARGO CLEARING SERVICES, LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
STEWARDSHIP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MANGOLDS INVESTMENT ADVISORS INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
ELLIS INVESTMENT PARTNERS, LLC

Investors

Abby Lynn Henry
ROBERT WILLIS BRUNER
JEFFREY RICHARD GUINDON
STEFAN FOSTER STRIFFLER
RAYMOND EDWARD MCCARTY
JOHN ANTHONY SAIA
Lisa Sharp McHenry
EDWARD RUSSELL FROME
ALFRED JOSEPH COOKE
THOMAS JOSEPH SEMANEK
WILBUR LEE SHERTZER
Jay Kevin Kready
JOHN CHARLES SIMKINS
LEANNE L FEE
MARK ALLEN BRINSER
Zachary Scott Drescher
Benjamin Andrew Writer
Logan David Kready
THOMAS EDWARD TALBOTT
Tyler John Parmer
Nathaniel Lawrence Miller
Patricia Bender
Christopher T Ecker
Daniel Robert Myers
ERIC LEE LANDIS
JESSE LEE LANDIS
Darren Ray Kushto
TIMOTHY DAVID GAY
JILLIAN RAE HOMYAK SNYDER
Austin Raymond Horvath
Alexis M Lucas
JASON SCOTT OLSEN
Matthew Nabih Jacob
ZACHARY BUTERBAUGH
Sharon Anne England
Frederick H Waller
JEFFREY EUGENE SWOPE
ROBERT FREDERICK HABIG
ALICIA SUZANNE PITTMAN
DAVID ALAN SMITH

Within 25 miles of Columbia, PA, Best Investors lists 123 registered investment advisory firms with 376 offices nearby, managing about $10.6T in combined regulatory AUM across 2,738,040 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Columbia

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM